WMA
Wealth Management Associates’s Amplify Transformational Data Sharing ETF BLOK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,552
| Closed | -$292K | – | 179 |
|
|
2022
Q1 | $292K | Sell |
8,552
-363
| -4% | -$12.4K | 0.17% | 148 |
|
|
2021
Q4 | $358K | Hold |
8,915
| – | – | 0.19% | 133 |
|
|
2021
Q3 | $398K | Sell |
8,915
-2,090
| -19% | -$93.3K | 0.23% | 111 |
|
|
2021
Q2 | $525K | Sell |
11,005
-456
| -4% | -$21.7K | 0.3% | 82 |
|
|
2021
Q1 | $640K | Sell |
11,461
-4,973
| -30% | -$278K | 0.41% | 61 |
|
|
2020
Q4 | $575K | Sell |
16,434
-852
| -5% | -$29.8K | 0.38% | 65 |
|
|
2020
Q3 | $424K | Sell |
17,286
-782
| -4% | -$19.2K | 0.33% | 72 |
|
|
2020
Q2 | $365K | Buy |
18,068
+1,753
| +11% | +$35.4K | 0.31% | 79 |
|
|
2020
Q1 | $251K | Buy |
16,315
+2,174
| +15% | +$33.4K | 0.25% | 93 |
|
|
2019
Q4 | $265K | Sell |
14,141
-806
| -5% | -$15.1K | 0.19% | 122 |
|
|
2019
Q3 | $268K | Buy |
14,947
+948
| +7% | +$17K | 0.22% | 111 |
|
|
2019
Q2 | $256K | Buy |
13,999
+1,202
| +9% | +$22K | 0.26% | 79 |
|
|
2019
Q1 | $225K | Buy |
+12,797
| New | +$225K | 0.25% | 85 |
|